Projects

A production-grade digital wealth architecture integrating client profiling, goal-based portfolio construction, monitoring, rebalancing, and execution infrastructure.

AI-driven retirement advisory combining lifecycle optimisation, personalised retirement-gap analysis, and constraint-aware MPF fund selection in a regulated deployment architecture.

A four-layer ESG research system combining structured data, disclosures, and financial news to produce frequently updated, explainable company-level signals.

A sequential portfolio-rebalancing framework that learns policies under changing market states, tracking objectives, and realistic transaction costs.